Client Relationship Manager – Mutual Funds
DR Share and Stock BrokersFixed
₹20,000 - ₹40,000
Earning Potential
₹40,000
Fixed
₹20,000 - ₹40,000
Earning Potential
₹40,000
Work from Office
Full Time
Min. 2 years
Good (Intermediate / Advanced) EnglishJob highlights
Urgently hiring
Benefits include: Mobile Allowance, Internet Allowance, Laptop
Job Description
Client Relationship Manager – Mutual Funds
Location: Chandigarh | On-Site
Salary: ₹2.5 – ₹5.0 LPA
Experience: 2–7 Years
Job Type: Full-Time | Permanent
About the RoleD.R. Shares & Stock Brokers is hiring an experienced Client Relationship Manager – Mutual Funds to handle existing clients and provide Mutual Fund advisory through virtual/Zoom meetings.
No Cold Calling | No Field Work | Existing Clients
- Key ResponsibilitiesHandle existing clients and build long-term relationships.
- Conduct Zoom/virtual meetings for Mutual Fund advisory and investment discussions.
- Guide clients on Mutual Funds, SIP, STP, SWP & Lump Sum investments.
- Understand client requirements and coordinate with the internal advisory/operations team.
- Maintain regular client communication and records.
Requirements
- 2–7 years of experience in Mutual Funds / Client Relationship / Advisory.
- Experience from AMC, Bank, Stock Broking, Wealth Management or Financial Services preferred.
- Good working knowledge of Mutual Funds and investment products.
- Excellent English & Hindi communication and client-handling skills.
- Graduate mandatory.
- Good computer knowledge and ability to work on Zoom, MS Office & online portals.
- Mature, professional and relationship-oriented approach.
Preferred Candidates
Professionals with client-facing Mutual Fund experience from AMCs, banks, stock broking firms or wealth management companies.
Tricity Candidates Preferred – Chandigarh | Mohali | Panchkula
Job role
Job requirements
About company
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The candidate should have completed Graduate degree and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Chandigarh to get hired quickly.
The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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